Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 16 Aug 2010)
    • CF21 Investment Adviser (2 Apr 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (2 Mar 2006 to 2 Apr 2007)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF22 Investment Adviser (Trainee) (25 Aug 2005 to 31 Jan 2006)
  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • CF21 Investment Adviser (18 Dec 2003 to 24 Jul 2005)
    • CF22 Investment Adviser (Trainee) (22 May 2003 to 7 Oct 2003)

Recent activity

Updates to this individual's record on the FCA register.

No changes recorded yet.